United Advisor Group, LLC
Top Portfolio Positions
229 positions ·
$324,335,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
144,875 | $25,266,200 | 7.79% |
| AAPL |
Apple Inc.
Technology
|
87,796 | $22,281,746 | 6.87% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,169 | $15,863,717 | 4.89% |
| MSFT |
Microsoft Corp
Technology
|
40,034 | $14,819,385 | 4.57% |
| PLTR |
Palantir Technologies Inc.
Technology
|
98,577 | $14,419,843 | 4.45% |
| GOOGL |
Alphabet Inc.
Communication Services
|
37,075 | $10,661,287 | 3.29% |
| UPS |
United Parcel Service Inc
Industrials
|
71,971 | $7,080,506 | 2.18% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
18,572 | $6,904,141 | 2.13% |
| XOM |
Exxon Mobil Corp
Energy
|
40,382 | $6,851,210 | 2.11% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,006 | $6,767,444 | 2.09% |
Portfolio Trend
Holdings in DSL
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,682 | 31,642 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $356,605 | 31,642 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $389,386 | 31,709 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $414,360 | 33,853 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $550,275 | 43,638 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $547,612 | 43,565 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $601,012 | 46,303 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $561,622 | 44,858 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $500,710 | 39,426 | Shares | Sole | 2024-05-14 | |
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